Your quant strategy is finally working. Sharpe is up. Life is good.
Then some dude named 陈小龙·套利之神 pulls up on the leaderboard & your alpha packs its bags overnight.
Once upon a time it rained for 1-2 million years on the Earth & yes it helped create many things that we see today
But, but when it is gonna rain in Mumbai?
PS: It would be cool if we could put music in Bg while tweeting - Heat Waves
@McKinsey, @BCG, @BainandCompany & @Deloitte are dropping billable-hours pricing.
Clients realised 6 people for 3 weeks now equals 1 person with @claudeai in another tab.
If a $500B credentialing industry can't price itself, what's your AI Fellowship going to do? 🤣🤣
Clarity Act passed committee yesterday ✅
Then: Trump & Xi shake hands → "Hormuz must stay open."
Same hour → ship off Fujairah seized, heading to Iran
Powell's era ends today. Warsh era begins
The entire financial & geopolitical order reshuffling in 24hrs⚡
This week, simultaneously:
→ Trump lands in Beijing tonight. Trade, AI chips & Hormuz on the table
→ Fed Chair Powell's term ends May 15. Warsh's confirmation is imminent
→ Clarity Act markup: May 14
Every macro variable moves at once
On-chain doesn't pause for summits⚡
Iran broke the ceasefire. UAE again intercepts missiles & drones.
A fake Iran missile report earlier this week moved Bitcoin $1,500 in minutes. Bears lost $300M.
Imagine what the real one does tomorrow.
This is what 24/7 on-chain markets look like.
Fast. Ruthless. Unforgiving
This week in DeFi/Finance:
— AI agents got a Mastercard @moonpay
— Trump tariffed European cars 25%
— Tether made $1B in one quarter
The robot has a better wallet than your treasury system.
Era check - are you in it?
Today, May 1:
— #UAE officially exits #OPEC. 60 years of oil politics, done
— Fed Chair Powell's term expires. Policy vacuum incoming
— Stablecoins hit $1.1T in monthly transactions. Quietly
The world's financial plumbing is being rewired in real time
Are you positioned well?
This week:
— The Pentagon confirmed it runs a Bitcoin node
— US oil exports hit an all-time record on Hormuz chaos
— AI agents started making payments on-chain
— BTC just had its best month in a year
Main character era for digital assets.
Didn't get the memo? The memo got you!
Amazing development, Arbitrum froze and took the stolen funds from the KelpDAO exploit affecting AAVE.
Good move for the users affected, bad new for decentralization.
This sets a precedent where with good justification any assets on Arbitrum can be taken from your wallet.
The next era of finance won't be defined by which currency wins.
It will be defined by which infrastructure survives.
Borderless. Programmable. Principal-protected.
On-chain.
That's the @chaidexHQ thesis.
https://t.co/D6rwtHYHWH
The dollar's share of global FX reserves? 25-year low. 57% and falling.
This is not de-dollarisation as a theory.
This is de-dollarisation as a live event.